Porter White Investment Advisors Inc. Has $2.01 Million Stock Position in Dimensional Inflation-Protected Securities ETF $DFIP

Porter White Investment Advisors Inc. grew its stake in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 6.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 48,010 shares of the company’s stock after purchasing an additional 2,838 shares during the period. Dimensional Inflation-Protected Securities ETF makes up 0.9% of Porter White Investment Advisors Inc.’s investment portfolio, making the stock its 17th biggest holding. Porter White Investment Advisors Inc. owned about 0.21% of Dimensional Inflation-Protected Securities ETF worth $2,007,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. HFG Wealth Management LLC raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 2.3% during the second quarter. HFG Wealth Management LLC now owns 10,920 shares of the company’s stock valued at $460,000 after purchasing an additional 245 shares during the period. Aspire Private Capital LLC raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 2.6% during the first quarter. Aspire Private Capital LLC now owns 10,969 shares of the company’s stock valued at $462,000 after purchasing an additional 279 shares during the period. XY Planning Network Inc. raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 1.7% during the first quarter. XY Planning Network Inc. now owns 17,895 shares of the company’s stock valued at $754,000 after purchasing an additional 293 shares during the period. EP Wealth Advisors LLC raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 7.6% in the 1st quarter. EP Wealth Advisors LLC now owns 4,692 shares of the company’s stock worth $198,000 after acquiring an additional 330 shares during the last quarter. Finally, Shearwater Capital LLC raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 1.0% in the 2nd quarter. Shearwater Capital LLC now owns 39,773 shares of the company’s stock worth $1,663,000 after acquiring an additional 399 shares during the last quarter.

Dimensional Inflation-Protected Securities ETF Price Performance

Dimensional Inflation-Protected Securities ETF stock opened at $42.19 on Friday. Dimensional Inflation-Protected Securities ETF has a twelve month low of $40.22 and a twelve month high of $42.77. The firm has a 50 day moving average price of $42.18 and a 200-day moving average price of $41.81.

About Dimensional Inflation-Protected Securities ETF

The Dimensional Inflation-Protected Securities ETF (DFIP) is an exchange-traded fund that is based on the Bloomberg U.S. TIPS index. The fund is an actively-managed fund that holds US government 5-20 year inflation-protected bonds. DFIP was launched on Dec 15, 2021 and is managed by Dimensional.